Atticus Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105 | Hold |
4
| – | – | ﹤0.01% | 670 |
|
|
2025
Q1 | $97 | Hold |
4
| – | – | ﹤0.01% | 500 |
|
|
2024
Q4 | $107 | Hold |
4
| – | – | ﹤0.01% | 516 |
|
|
2024
Q3 | $108 | Hold |
4
| – | – | ﹤0.01% | 512 |
|
|
2024
Q2 | $99 | Sell |
4
-166
| -98% | -$4.11K | ﹤0.01% | 523 |
|
|
2024
Q1 | $4.19K | Buy |
170
+166
| +4,150% | +$4.09K | ﹤0.01% | 451 |
|
|
2023
Q4 | $98 | Sell |
4
-10,144
| -100% | -$249K | ﹤0.01% | 549 |
|
|
2023
Q3 | $210K | Buy |
10,148
+38
| +0.4% | +$787 | 0.08% | 122 |
|
|
2023
Q2 | $221K | Sell |
10,110
-7,640
| -43% | -$167K | 0.08% | 123 |
|
|
2023
Q1 | $372K | Buy |
17,750
+60
| +0.3% | +$1.26K | 0.14% | 87 |
|
|
2022
Q4 | $358K | Buy |
17,690
+14,730
| +498% | +$298K | 0.15% | 92 |
|
|
2022
Q3 | $58K | Hold |
2,960
| – | – | 0.03% | 219 |
|
|
2022
Q2 | $58K | Sell |
2,960
-8,656
| -75% | -$170K | 0.02% | 239 |
|
|
2022
Q1 | $275K | Buy |
11,616
+11,612
| +290,300% | +$275K | 0.1% | 122 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 483 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 445 |
|
|
2021
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 391 |
|
|
2020
Q2 | – | Sell |
-2,108
| Closed | -$27K | – | 318 |
|
|
2020
Q1 | $27K | Sell |
2,108
-668
| -24% | -$8.56K | 0.02% | 194 |
|
|
2019
Q4 | $52K | Buy |
+2,776
| New | +$52K | 0.03% | 175 |
|